Data Sync
3 articles
Keep data synchronized across systems. Understand how Quilia syncs with your case management software and maintains data consistency.
Add a Filevine Project ID to Your Case in Quilia
Learn how to add a Filevine project ID to your Quilia case for automatic synchronization. Find your project ID in the Filevine URL and link cases in 4 simple steps.
MyCase Integration Settings Guide
This guide covers the advanced configuration options for your MyCase integration with Quilia, including case type mapping, phase configuration, note modes, webhooks, and troubleshooting.
Getting Started with MyCase Integration
You've successfully connected MyCase to Quilia - now what? Learn how the integration works, including automatic case sync, client activity flowing back to MyCase notes, and document uploads to the Quilia folder.
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